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Screenshot: Subscriptions list
Column | Description |
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ID | Subscription identification number |
Client | Name of a client (and account, if specified), to whom a package is assigned |
Package | Name of an assigned package |
Qty | Quantity of the assigned packages |
Limits | Shows if a respective package has some volume limits and time or money left
|
Current Period | Date of package activation for a respective client/account End date of a package period (a package period is set in Packages Period Settings) |
Subscription Period | Effective start and stop date of the subscription |
Button/Icon | Description |
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Allows assigning a package to a corresponding client/account | |
Shows the full list of packages that were assigned to this client/account | |
Marks a package that was successfully activated and will renew itself due to the package settings | |
Marks a package that is new for a current user and was not activated yet | |
Marks a package that is in the archive | |
Allows editing a client's subscription | |
Allows a user to stop the package at the beginning of the current period (with balance rollback). | |
Allows a user to stop the package at the end of the current period. | |
Cancels the active package | |
Removes a subscription completely |
Advanced Search
By default, the information in a section is filtered by Pending and Active statuses. To open the Advanced Search drop-down menu, click on a downward arrow icon and fill in the following fields with the required information:
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Screenshot: Subscriptions add form
Information block | Field | Description |
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General Settings | Package | Name of an assigned package |
Client | Name of a client, to whom a package is assigned | |
Account | Name of an account, to whom a package is assigned | |
Quantity | Number of packages to be assigned. You can assign multiple packages
or
| |
Subscription Duration | Start Date | Package limits and discounts are only effective after a specified date (auto-prefilled if your Package has an "Effective from" date) |
Cancel Date | Package limits and discounts are disabled after a specified date (auto-prefilled if your Package has an "Effective till" date) | |
Special Processing | First Charge | Determine when the first charge should be created:
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Activate in the past checkbox | If checked, and the Start Date field value is in the past, a subscription will be activated on the specified date | |
Override Package Fees | Fee Type | Select the type of fee. There are two possible types:
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Fee Name | Specify the name of a fee. This field is obligatory | |
Fee Note | Here you may enter additional information about a fee | |
Rate, (currency) | Indicate the price for a fee. Price is indicated in the package currency. This price will overwrite the fee of a Package |
Note | ||
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Please note that there is a restriction on subscription activation on the last days of the month (29th, 30th, and 31st) if the Align to Payment Terms option is not enabled in the corresponding Package. |
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Warning If you click the delete icon icon (remove an archived package entirely) in the Subscriptions section, you will delete a package with all transactions from the system. To delete the package completely, you need to do the following:
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